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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,182 | $112,935-93.6% | $90,970-92.1% | $158,966-95.5% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $746 | $2,895-74.2% | $2,122-64.8% | $4,762-84.3% |
| Participant deferral / active EE | $1,611 | $4,129-61.0% | $3,373-52.3% | $5,983-73.1% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |